
I know what it feels like to be the Chief Everything Officer, the business owner wearing every hat, trying to keep it all together while wondering if growth will ever feel easier.
For more than 15 years, I’ve worked alongside business owners as the founder of an accounting and tax firm helping clients turn chaos into clarity and structure into scalable success. I’ve seen the struggles firsthand — not just as an advisor, but as part of the C-suite myself.
I’ve served as the CFO of a multimillion-dollar commercial construction company and as the C-suite leader of an orthodontic practice, where I experienced the unique challenges of managing people, processes, and profits all at once. I’ve not only worked on these businesses but in them, so I know your pain.
As a licensed Enrolled Agent with a Master’s Degree in Accountancy, I’ve built my career helping entrepreneurs connect every piece of their business — from finances and operations to HR and strategy — so they can scale with confidence.
Through CEO Edge, I teach business owners how to think and operate like a full C-suite team. My programs combine education, strategy, and hands-on guidance through six-week deep dives, 90-day plans, and C-Suite Edge classes designed to help you move from reactive to strategic.
I’ve helped thousands of business owners from orthodontic and dental practices to contractors and service-based companies gain control of their numbers, their teams, and their time. My approach is simple: no fluff, no overwhelm, just actionable solutions that move your business forward.
Because running a business isn’t just about accounting or taxes. It’s about building a company that supports the life you envisioned when you started your business.
The pain is real but so are the solutions.
Let’s build your edge so you can lead, grow, and scale with confidence.

CFO of the year Honoree, Tampa Bay, 2025
Speaker / Author / Teacher
TBRA (Tampa Bay Retail Association), Previous President 2025
2023-2025 Instructor at Builders Expos (Tampa, Fort Lauderdale, Austin, Dallas)
2024-2025 Creator of CREW seminar for networking made profitable (5 part series)
Profit First Certification for Contractors: 2021-2023
FSEA (state level): Social media Chair, 2022
FSEA (Florida Society of Enrolled Agents): Past President and Past Vice President, 2017-2021
NTPI Fellow (specialized designation to represent taxpayers in front of the IRS), 2021
PCA Fitness competitor, 2021
Dave Ramsey Endorsed Local Provider, 2017-2018
Board member of Pasco Pediatric Foundation, 2012
Enrolled Agent, 2010
Master’s in accountancy, 2010 from University of Phoenix, 2010
Board member for Directions for living, 2009-2010
QuickBooks Proadvisor since 2010
Past Board member for Pasco Pediatric Foundation, 2011-2012

At CEO Edge, my mission is to give business owners the edge they need to lead, grow, and scale with confidence.
To turn the chaos of wearing every hat into a clear path of structure, strategy, and success, bridging the gap between where you are and the business you were meant to build. The pain is real, but so are the solutions — and my mission is to help you find yours.
To redefine what it means to be a CEO by empowering entrepreneurs to step out of overwhelm and into alignment, leading with clarity, authenticity, and purpose.
I envision a world where business owners operate with financial confidence, structured systems, and fulfilled teams — building companies that not only grow profitably but also create joy, freedom, and meaningful impact.
Authenticity
Real connection begins with honesty. Every conversation, plan, and decision is rooted in transparency and truth — no jargon, no pretenses, just genuine partnership.
Alignment
When vision, values, and action move together, growth becomes natural. Every strategy is designed to bring clarity and connection between what matters most and what drives results.
Joy
Work should feel fulfilling. Joy shows up when systems run smoothly, people are aligned, and owners have the space to lead with purpose and passion again.
Connection
Business is built on relationships. Every collaboration is approached with care, curiosity, and the belief that real success happens when people grow together.
Excellence
Good enough isn’t enough. CEO Edge is dedicated to raising the bar in every area, striving for quality, accountability, and lasting impact that clients can see and feel.
Empowerment
The goal isn’t to create dependency — it’s to build confidence. By giving business owners the tools, knowledge, and systems they need, they gain the freedom to lead boldly and grow sustainably.
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